-0.4%
MUST vs VOO
+17.3%
-17.7%
-5.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.9% |
| 7D | -1.4% | -2.0% | +0.6% | -1.2% |
| 30D | -3.3% | -1.7% | -1.6% | -3.1% |
| 3M | -3.9% | +4.7% | -8.7% | -4.4% |
| 6M | -4.0% | +12.6% | -16.5% | -5.3% |
| YTD | -2.6% | +11.8% | -14.3% | -3.9% |
| 1Y | -0.4% | +17.5% | -18.0% | -2.2% |
| All | -0.4% | +17.3% | -17.7% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling